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Being a Better Tax Advisor

Are you more than a tax preparer? Although maximizing tax-saving opportunities remains a prime responsibility, practitioners are increasingly providing additional services to clients, ranging from retirement savings to estate planning to philanthropic efforts. The change of pace can solidify relationships with your existing clients and attract new ones. Accordingly, this series will show you several ways to grow your revenue stream.

Individuals
Oct 7th 2019

How Homeowners Benefit Come Tax Time

by
Ken Berry
People making home improvements
Clients
Oct 1st 2019

What Should an Estate Plan Include?

by
Ken Berry
retaining clients
Individuals
Sep 27th 2019

Be Generous With Charitable Planning Advice

by
Ken Berry
people filling food donation boxes
Individuals
Sep 23rd 2019

Four Key Tax Issues for Self-Employed Individuals

by
Ken Berry
self-employed
Clients
Sep 16th 2019

Save More for Retirement

by
Ken Berry
pre-tax retirement
IRS
Sep 9th 2019

How the TCJA Changed T&E Deductions

by
Ken Berry
business people walk with luggage through an airport
Clients
Sep 4th 2019

How to Save for College Tuition

by
Ken Berry
save for college

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